Price T Rowe Group Inc
TROW- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001113169
In the last 90 days, Price T Rowe Group Inc insiders filed 0 open-market purchases and 1 sale; 1,171 institutions reported holding it in 13F filings for Q2 2026, worth $21.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Price T Rowe Group Inc as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,055
- +2 vs. Q4 2023
- Shares held
- 164.5M
- −459.3K (−0.3%) vs. Q4 2023
- Total value
- $20.0B
- +$2.29B (+12.9%) vs. Q4 2023
- New holders
- 106
- 418 more added
- Sold out
- 104
- 372 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TROW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,171 | $21.6B |
| Q1 2026 | 1,094 | $16.8B |
| Q4 2025 | 1,128 | $18.8B |
| Q3 2025 | 1,081 | $17.7B |
| Q2 2025 | 1,077 | $17.0B |
| Q1 2025 | 1,087 | $15.8B |
| Q4 2024 | 1,128 | $19.4B |
| Q3 2024 | 1,055 | $18.0B |
| Q2 2024 | 1,070 | $18.8B |
| Q1 2024 | 1,055 | $20.0B |
| Q4 2023 | 1,058 | $17.7B |
| Q3 2023 | 1,017 | $17.7B |
| Q2 2023 | 1,019 | $19.3B |
| Q1 2023 | 1,013 | $19.8B |
| Q4 2022 | 1,024 | $19.1B |
| Q3 2022 | 1,004 | $18.1B |
| Q2 2022 | 1,046 | $19.2B |
| Q1 2022 | 1,104 | $24.7B |
| Q4 2021 | 1,150 | $32.0B |
| Q3 2021 | 1,121 | $32.2B |
| Q2 2021 | 1,079 | $32.5B |
| Q1 2021 | 1,039 | $27.5B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of New Hampshire | 860 | $104.9K | 0.03% | −20−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 827 | $100.9K | 0.00% | +774+1,460.4% | Added |
| Studio Investment Management LLC | 809 | $98.6K | 0.02% | −15,963−95.2% | Reduced |
| Evolution Advisers, Inc. | 706 | $87.0K | 0.05% | +8+1.1% | Added |
| DT Investment Partners, LLC | 700 | $85.3K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 705 | $84.8K | 0.06% | +705 | New |
| Roble, Belko & Company, Inc | 660 | $80.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 653 | $79.6K | 0.01% | +4+0.6% | Added |
| Western Pacific Wealth Management, LP | 648 | $79.0K | 0.06% | −97−13.0% | Reduced |
| Covestor Ltd | 636 | $77.0K | 0.05% | −570−47.3% | Reduced |
| Keener Financial Planning LLC | 600 | $74.0K | 0.05% | 00.0% | Unchanged |
| Security National Bank | 600 | $73.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 551 | $67.2K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 550 | $67.1K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 527 | $64.3K | 0.00% | −116−18.0% | Reduced |
| Atlantic Trust, LLC | 508 | $61.9K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 500 | $61.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $61.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 466 | $57.0K | 0.01% | −43−8.4% | Reduced |
| Washington Trust Co | 465 | $56.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 434 | $55.7K | 0.00% | +97+28.8% | Added |
| Smithfield Trust Co | 425 | $53.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 421 | $51.3K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $48.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 396 | $48.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 381 | $46.5K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 375 | $45.7K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 373 | $45.5K | 0.01% | +1+0.3% | Added |
| 1832 Asset Management L.P. | 360 | $43.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 360 | $43.9K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 350 | $42.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 350 | $42.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 347 | $42.4K | 0.00% | +28+8.8% | Added |
| TD Private Client Wealth LLC | 342 | $41.7K | 0.00% | −1−0.3% | Reduced |
| Heritage Wealth Advisors | 326 | $39.7K | 0.00% | +4+1.2% | Added |
| Signature Resources Capital Management, LLC | 366 | $39.4K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 318 | $38.8K | 0.01% | −6,767−95.5% | Reduced |
| Park Place Capital Corp | 316 | $38.5K | 0.01% | +16+5.3% | Added |
| FRG Family Wealth Advisors LLC | 350 | $38.4K | 0.01% | +350 | New |
| Proequities, Inc. | 308 | $37.6K | 0.00% | −75−19.6% | Reduced |
| Rosenberg Matthew Hamilton | 311 | $37.4K | 0.01% | −27−8.0% | Reduced |
| EverSource Wealth Advisors, LLC | 331 | $36.3K | 0.00% | +160+93.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 297 | $36.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 293 | $36.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 295 | $36.0K | 0.00% | +3+1.0% | Added |
| Webster Bank, N. A. | 291 | $35.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 266 | $32.4K | 0.00% | −134−33.5% | Reduced |
| First United Bank Trust | 264 | $32.2K | 0.01% | −25−8.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 261 | $31.8K | 0.02% | −33−11.2% | Reduced |
| Beacon Capital Management, LLC | 258 | $31.4K | 0.01% | +3+1.2% | Added |
| VisionPoint Advisory Group, LLC | 257 | $31.3K | 0.01% | −613−70.5% | Reduced |
| Addison Advisors LLC | 250 | $30.5K | 0.01% | −83−24.9% | Reduced |
| Piscataqua Savings Bank | 248 | $30.2K | 0.03% | +7+2.9% | Added |
| Salomon & Ludwin, LLC | 246 | $30.0K | 0.00% | +47+23.6% | Added |
| Pacifica Partners Inc. | 250 | $29.6K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 233 | $28.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 230 | $26.7K | 0.01% | +2+0.9% | Added |
| Advantage Trust Co | 205 | $25.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $24.4K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $24.4K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $24.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 186 | $22.7K | 0.01% | +29+18.5% | Added |
| Ronald Blue Trust, Inc. | 184 | $22.5K | 0.00% | −337−64.7% | Reduced |
| CoreCap Advisors, LLC | 177 | $21.5K | 0.00% | +177 | New |
| Federated Hermes, Inc. | 175 | $21.3K | 0.00% | −19−9.8% | Reduced |
| Rise Advisors, LLC | 169 | $20.6K | 0.01% | +169 | New |
| Montag A & Associates Inc | 165 | $20.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $20.1K | 0.00% | −500−73.5% | Reduced |
| McIlrath & Eck, LLC | 163 | $19.9K | 0.00% | +129+379.4% | Added |
| FinTrust Capital Advisors, LLC | 159 | $19.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 151 | $18.4K | 0.01% | +151 | New |
| Barrett & Company, Inc. | 150 | $18.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $18.3K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 150 | $18.3K | 0.03% | +150 | New |
| Hilltop National Bank | 150 | $18.3K | 0.01% | +150 | New |
| Smartleaf Asset Management LLC | 144 | $17.4K | 0.00% | +109+311.4% | Added |
| Capital Advisors, Ltd. LLC | 141 | $17.0K | 0.00% | +5+3.7% | Added |
| Bell Investment Advisors, Inc | 137 | $16.7K | 0.00% | +69+101.5% | Added |
| Future Financial Wealth Managment LLC | 135 | $16.5K | 0.01% | +135 | New |
| Aspect Partners, LLC | 131 | $16.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 121 | $14.8K | 0.01% | +110+1,000.0% | Added |
| Sound Income Strategies, LLC | 117 | $14.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 112 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 107 | $13.0K | 0.01% | +90+529.4% | Added |
| Private Wealth Management Group, LLC | 106 | $12.9K | 0.01% | +5+5.0% | Added |
| JNBA Financial Advisors | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 97 | $11.9K | 0.00% | −89−47.8% | Reduced |
| Atticus Wealth Management, LLC | 94 | $11.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 93 | $11.3K | 0.00% | +30+47.6% | Added |
| Guardian Wealth Management, Inc. | 92 | $11.2K | 0.01% | −8−8.0% | Reduced |
| Fortitude Family Office, LLC | 92 | $11.2K | 0.01% | −215−70.0% | Reduced |
| Viking Fund Management LLC | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 89 | $10.9K | 0.00% | +89 | New |
| Ruedi Wealth Management, Inc. | 87 | $10.6K | 0.00% | +87 | New |
| JFS Wealth Advisors, LLC | 77 | $9.39K | 0.00% | −7−8.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 75 | $9.14K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 75 | $9.14K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 70 | $8.53K | 0.01% | 00.0% | Unchanged |